CCM cadoux limited
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Minhub FS due out this month. Most people (including myself) are...

  1. canuck81
    1,034 Posts.
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    03/02/25
    13:03
    Post #: 77679658
    Minhub FS due out this month. Most people (including myself) are here for the HPA project but now that we have a few more details we can start to estimate what the revenues could look like for Minhub

    https://hotcopper.com.au/data/attachments/6781/6781050-9690a12cb76355253d983d41bffbe350.jpg

    The pricing for NdPr and dysprosium/terbium would be if they proceeded with the HRE serparation plant which doesn't appear to be in scope for the MSP FS that will be released this month. If you discount these by 50% for conservatism then you're looking at $325M USD revenue per annum. We need to understand the input costs and capex/opex but there could be some nice upside for a $20M MC company.

    If anyone see any errors let me know.
    CCM Price at posting: 5.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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